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Jennifer M
Series 66
Wayzata, MN
Wells Fargo Clearing
Jennifer Matter is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has been with Wells Fargo Clearing since 2021 and previously worked at Caribou Coffee Co Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with brokerage and advisory solutions and manages approximately $671 billion in assets across more than 14,000 financial advisors.
Jordan K
Series 66
Wayzata, MN
Wells Fargo Clearing
Jordan Komendowski is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.
Cinda C
Series 63, Series 65
Wayzata, MN
Wells Fargo Clearing
Cinda Collins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She worked at RBC Capital Markets for 21 years before joining Wells Fargo Clearing in 2019. Collins serves as co-trustee for her spouse's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.
Erik E
Series 63
Wayzata, MN
Wells Fargo Clearing
Erik Engebretson is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 63 designation and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.
Kevin J
Series 63, Series 66
Wayzata, MN
Wells Fargo Clearing
Kevin Johnson is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at RBC Capital Markets. Outside of his advisory role, he serves as an executor for his sister’s estate. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions while utilizing research and analytics to support diversified investment strategies.
Jason F
Series 66
Wayzata, MN
Wells Fargo Clearing
Jason Fredrickson is a financial advisor with Wells Fargo Clearing based in Wayzata, MN. He holds the Series 66 designation and has 23 years of industry experience, including over 30 years with Wells Fargo Bank, N.A. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.
Alexander H
Series 66
Wayzata, MN
Wells Fargo Clearing
Alexander Healy is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.
Kirk O
Series 63, Series 65
Wayzata, MN
Wells Fargo Clearing
Kirk Ottenbacher is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with Wells Fargo Bank since 2012 and Wells Fargo Clearing since 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.
Jill K
Series 66
Wayzata, MN
Wells Fargo Clearing
Jill Kragthorpe is a Series 66 licensed financial advisor with Wells Fargo Clearing, with 13 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she owns and operates Jill Kragthorpe Photography. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Angela K
CFP®, Series 66
Wayzata, MN
Wells Fargo Clearing
Angela Krumme is a CFP® certified financial advisor with nine years of industry experience. She has been with Wells Fargo Clearing since 2016. Angela serves as a trustee of the Chmielewski Family Trust in Oak Grove, MN. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across more than 14,000 advisors and offers both brokerage and advisory solutions.
Dean A
Series 63, Series 65
Wayzata, MN
Wells Fargo Clearing
Dean Adelman is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Investments, LLC. He serves as power of attorney for family members in investment-related matters. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Nicholas B
CFP®, Series 63, Series 66
Wayzata, MN
Wells Fargo Clearing
Nicholas Bormann is a CFP® with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Investments, LLC from 2008 to 2011. Outside of advising, he acts as treasurer for BB Pine Lane Trust LLC, which facilitates estate planning related to a family cabin. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment approach.
Paul C
Series 63, Series 65
Wayzata, MN
Wells Fargo Clearing
Paul Collins is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked with Wells Fargo Investments and Wells Fargo Clearing for a combined total of 17 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party sources.
David N
Series 66
Wayzata, MN
Wells Fargo Clearing
David Netjes is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and previously retired from the industry between 2008 and 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party sources.
Joyce S
Series 66
Wayzata, MN
Wells Fargo Clearing
Joyce Strasburg is a Series 66 licensed financial advisor at Wells Fargo Clearing with six years of industry experience. She previously worked at Wells Fargo Bank NA for 21 years before joining her current firm. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.
Kathleen B
Series 66
Wayzata, MN
Wells Fargo Clearing
Kathleen Bright is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Wealth Enhancement Advisory Services LLC, LPL Financial, LLC, and Mount Financial Services, Inc. Outside of advising, she has worked part-time serving food and beverages in a suite at ARAMARK in Minneapolis. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
Alexia G
Series 63, Series 66
Wayzata, MN
Wells Fargo Clearing
Alexia Gharrity is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and eight years of industry experience. Her prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Wells Fargo and Company, and Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a network of over 14,000 financial advisors, offering both brokerage and advisory solutions.
Amy T
Series 66
Wayzata, MN
Wells Fargo Clearing
Amy Thompson is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 license and with 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has a longer tenure at Wells Fargo Bank dating back to 2000. Outside of her advisory role, Thompson serves as treasurer for the Delano Girls Hockey Boosters, managing booster fees and reimbursements. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Andrew G
Series 63, Series 66
Wayzata, MN
Wells Fargo Clearing
Andrew Goulson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked with Wells Fargo Advisors, LLC since 2012 and Wells Fargo Clearing Services LLC since 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary services. The firm’s IPS‑driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.
Zachary J
Series 66
Wayzata, MN
Wells Fargo Clearing
Zachary Johnston is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Investments, LLC from 2007 to 2011 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Johnston serves as an assistant football coach at Macalester College. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers a broad range of brokerage and advisory solutions, utilizing research and analytics to guide investment selections.
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